Purchases and Sales Made in Q1 2023 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM COR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
268+ 8.19% |
$20.7K - $21.8K
|
3.54K
$284K
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
263+ 60.6% |
$20.3K - $21.4K
|
697
$55.9K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
263New |
$20.3K - $21.4K
|
263
$21.1K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
231+ 42.62% |
$17.8K - $18.8K
|
773
$61.9K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
229New |
$17.7K - $18.6K
|
229
$18.4K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
225+ 42.78% |
$17.4K - $18.3K
|
751
$60.2K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
224+ 5.79% |
$17.3K - $18.2K
|
4.09K
$328K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
223+ 12.0% |
$17.2K - $18.1K
|
2.08K
$167K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
221+ 8.11% |
$17.1K - $18K
|
2.95K
$236K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
216+ 0.85% |
$16.7K - $17.6K
|
25.6K
$2.05M
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
213+ 62.46% |
$16.4K - $17.3K
|
554
$44.4K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
207+ 1.51% |
$16K - $16.8K
|
14K
$1.12M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
205+ 49.16% |
$15.8K - $16.7K
|
622
$49.8K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
203+ 5075.0% |
$15.7K - $16.5K
|
207
$16.6K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
201+ 0.63% |
$15.5K - $16.4K
|
31.9K
$2.56M
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
200+ 1.08% |
$15.4K - $16.3K
|
18.8K
$1.51M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
199+ 2.87% |
$15.4K - $16.2K
|
7.13K
$572K
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
186+ 1.76% |
$14.4K - $15.1K
|
10.7K
$860K
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
180+ 3.48% |
$13.9K - $14.6K
|
5.35K
$429K
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
172+ 0.62% |
$13.3K - $14K
|
28.1K
$2.25M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
167New |
$12.9K - $13.6K
|
167
$13.4K
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
156+ 1.03% |
$12K - $12.7K
|
15.3K
$1.23M
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
153+ 4.65% |
$11.8K - $12.4K
|
3.45K
$276K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
143New |
$11K - $11.6K
|
143
$11.5K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
130New |
$10K - $10.6K
|
130
$10.4K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
129+ 3.83% |
$9.96K - $10.5K
|
3.49K
$280K
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
129+ 3.6% |
$9.96K - $10.5K
|
3.72K
$298K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
125+ 2.99% |
$9.65K - $10.2K
|
4.31K
$345K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
122+ 0.9% |
$9.42K - $9.92K
|
13.7K
$1.1M
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
120+ 7.59% |
$9.27K - $9.76K
|
1.7K
$136K
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
119+ 0.25% |
$9.19K - $9.68K
|
47.7K
$3.83M
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
116New |
$8.96K - $9.44K
|
116
$9.3K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
104New |
$8.03K - $8.46K
|
104
$8.33K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
102New |
$7.88K - $8.3K
|
102
$8.17K
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
100+ 2.0% |
$7.72K - $8.13K
|
5.1K
$409K
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
95+ 0.52% |
$7.34K - $7.73K
|
18.4K
$1.47M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
93+ 1.58% |
$7.18K - $7.57K
|
5.99K
$480K
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
90+ 0.44% |
$6.95K - $7.32K
|
20.5K
$1.64M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
87+ 1.04% |
$6.72K - $7.08K
|
8.44K
$677K
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
80+ 1.84% |
$6.18K - $6.51K
|
4.42K
$354K
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
78+ 0.72% |
$6.02K - $6.35K
|
10.9K
$874K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
78+ 1.84% |
$6.02K - $6.35K
|
4.31K
$345K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
77+ 0.94% |
$5.95K - $6.26K
|
8.24K
$661K
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
70New |
$5.41K - $5.69K
|
70
$5.61K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
66New |
$5.1K - $5.37K
|
66
$5.29K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
62+ 10.15% |
$4.79K - $5.04K
|
673
$53.9K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
59New |
$4.56K - $4.8K
|
59
$4.73K
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
55+ 1.43% |
$4.25K - $4.47K
|
3.89K
$312K
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
45+ 0.1% |
$3.48K - $3.66K
|
43.7K
$3.5M
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.53% |
$3.48K - $3.66K
|
8.49K
$681K
|